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Cetera Advisor Networks’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cetera Advisor Networks’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$7.67M Buy
187,455
+65,752
+54% +$2.51M 0.04% 461
2023
Q4 		$4.53M Buy
121,703
+8,784
+8% +$302K 0.03% 619
2023
Q3 		$3.84M Buy
112,919
+56,889
+102% +$1.99M 0.02% 629
2023
Q2 		$1.93M Buy
56,030
+907
+2% +$30.3K 0.01% 874
2023
Q1 		$1.85M Buy
55,123
+1,273
+2% +$43.6K 0.01% 882
2022
Q4 		$1.8M Buy
53,850
+1,924
+4% +$63.9K 0.01% 842
2022
Q3 		$1.54M Buy
51,926
+13,761
+36% +$447K 0.02% 691
2022
Q2 		$1.21M Buy
+38,165
New +$1.27M 0.02% 799

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Advisor Networks's DFUV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Dimensional US Marketwide Value ETF (DFUV) stake by 54% in Q1 2024, buying an estimated $2.51M and bringing the position to 187,455 shares worth $7.67M. The position accounts for 0.04% of the portfolio, ranked #461.

Cetera Advisor Networks first reported a position in DFUV in Q2 2022 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Cetera Advisor Networks held 187,455 shares of Dimensional US Marketwide Value ETF worth $7.67M as of Q1 2024.
  • Cetera Advisor Networks bought 65,752 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $2.51M.
  • Dimensional US Marketwide Value ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #461 holding.
  • Cetera Advisor Networks first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 8 quarters since.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.